Tracy Williams Email & Phone Number

Middletown, Connecticut, United States

Glastonbury, Connecticut

In my role as an originator, I coach borrowers through the loan process from the initial inquiry to closing, educating them on mortgage transaction costs, qualification requirements, timelines and documentation. I assist and monitor my professional internal team through documentation collection and approval to provide industry leading turnaround times for.

Manchester, CT

I originated my position at this growing start-up. I implemented new accounting software and established financial controls and accounting procedures for maintaining asset records, recording expenses, issuing invoices and processing payroll. This created efficiency and increased accuracy in the bookkeeping and enabled me to provide and analyze management.

Glastonbury, CT

I worked on an Open Solutions loan processing platform based in SQL. I was responsible for mapping fields from the database into vendor stock forms and creating custom forms at the request of end users. Using basic logic functions and my knowledge of loan calculations and documentation, I wrote formulas into various fields for use with multiple loan.

Vernon, CT

I started at Tolland Bank as a Loan Reviewer, performing portfolio credit analyses. I served on a credit risk management committee where I was very involved in re-writing the bank's credit policy and procedures. My first promotion was to Loan Servicing Officer where I was responsible for a department of 5 charged with proper loan accounting of payments and.

Mclean, Virginia, United States

Managed jumbo mortgage applications through the underwriting and closing process. Responsible for client communication, coordinated operations team, ordering services and closing. Received accolades for relationship management between our branch and home office and for going above and beyond for our clients.

Mclean, Virginia, United States

Responsible for analyzing creditworthiness of commercial real estate borrowers, the cash flow and valuation of commerical properties. Provided written reports to lending staff for use in loan portfolio management. Analysis included interpreting tax returns, financial statements and property appraisals. Served on a due diligence team to review loan.

Bachelor Of Business Administration - Bba, Finance And Real Estate

Activities and Societies: Dean's List Order of Omega National Greek Honor Society Phi Mu Fraternity for Women, Executive BoardI double.

Education record